Unclaimed
Wendel Gregory Young is a financial advisor with Wells Fargo Clearing Services, LLC. Wendel has been in the financial services industry since 2016, and has a broad range of experience in the investment industry. Wendel is registered with the state of South Carolina and Texas and specializes in providing investment consulting services to institutional clients and financial planning. Wendel is a dedicated financial professional with a proven track record of providing personalized financial advice to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
11/28/2023 - Present
Wells Fargo Clearing Services, LLC (NORTH MYRTLE BEACH SC)
SC
03/15/2023 - 10/23/2023
TRUIST INVESTMENT SERVICES, INC. (MYRTLE BEACH SC)
SC
11/03/2016 - 03/09/2023
WELLS FARGO CLEARING SERVICES, LLC (NORTH MYRTLE BEACH SC)
BOTH
Issued 11/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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